AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.1B
AUM Growth
+$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,314
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$16.3M
3
+$14.7M
4
MSFT icon
Microsoft
MSFT
+$13.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.3M

Top Sells

1
+$60.5M
2
+$27.1M
3
+$19.2M
4
PK icon
Park Hotels & Resorts
PK
+$10.3M
5
INTC icon
Intel
INTC
+$9.05M

Sector Composition

1 Financials 18.23%
2 Technology 17.53%
3 Healthcare 12.83%
4 Consumer Discretionary 9.79%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$837K ﹤0.01%
34,054
-746
1427
$836K ﹤0.01%
39,173
-15,295
1428
$834K ﹤0.01%
11,327
+526
1429
$831K ﹤0.01%
13,943
+83
1430
$830K ﹤0.01%
10,149
-333
1431
$827K ﹤0.01%
17,582
-5,060
1432
$827K ﹤0.01%
43,431
-2,197
1433
$821K ﹤0.01%
19,588
+782
1434
$819K ﹤0.01%
20,150
-1,487
1435
$819K ﹤0.01%
278,498
+10,857
1436
$817K ﹤0.01%
57,824
-54
1437
$816K ﹤0.01%
25,116
+229
1438
$813K ﹤0.01%
9,329
-880
1439
$813K ﹤0.01%
9,526
+314
1440
$813K ﹤0.01%
8,532
+799
1441
$811K ﹤0.01%
27,157
+2,594
1442
$807K ﹤0.01%
35,649
+4,047
1443
$805K ﹤0.01%
101,897
+13,262
1444
$804K ﹤0.01%
48,567
-212
1445
$803K ﹤0.01%
13,743
-133
1446
$803K ﹤0.01%
13,468
+774
1447
$801K ﹤0.01%
21,894
+19,767
1448
$801K ﹤0.01%
10,417
+41
1449
$801K ﹤0.01%
45,360
-11,643
1450
$799K ﹤0.01%
1,266
+217
56 57
58
59 60